Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,121 | $91,536-23.4% | $130,062-46.1% | $75,177-6.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 41.00% | -631.62%+672.6pp | -137.37%+178.4pp | 160.75%-119.7pp |
| Employer contribution / active EE | $8,995 | $2,845+216.2% | $4,322+108.1% | $2,671+236.8% |
| Participant deferral / active EE | $5,890 | $4,343+35.6% | $5,821+1.2% | $4,126+42.7% |
| Admin fee / account holder | $6 | $6,780-99.9% | $10,601-99.9% | $5,651-99.9% |